See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,735 | $67,331-67.7% | $60,874-64.3% | $134,475-83.8% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.1%+26.9pp | 81.2%+18.8pp |
| Annual return | -7.72% | 49.93%-57.7pp | 16.90%-24.6pp | 417.96%-425.7pp |
| Employer contribution / active EE | $1,482 | $3,096-52.1% | $2,701-45.2% | $4,740-68.7% |
| Participant deferral / active EE | $1,820 | $4,538-59.9% | $3,817-52.3% | $6,400-71.6% |
| Admin fee / account holder | $232 | $4,582-94.9% | $3,224-92.8% | $11,426-98.0% |